Derrick Sands, CFP®
Partner, Tulsa Wealth Advisors
(918) 858-2809 | email@example.com
Derrick Sands began his career in the financial services industry in 1984 after completing his undergraduate education at the University of Tulsa. He joined Raymond James in 1998. Derrick is a member of Kingdom Advisors.
As a CERTIFIED FINANCIAL PLANNER™, Derrick works with individual, corporate and ministry clients, seeking to provide personalized financial solutions to help meet each client’s specific planning needs. Using the systematic planning and asset management processes developed in the Tulsa office, Derrick educates clients with objective information to assist them in choosing the most appropriate tools and strategies designed to help achieve their particular life, financial and ministry goals.
Derrick has been married to his wife Carrie since college. They have three married daughters and three grandsons who help keep them young. Derrick and his family are very involved in ministry through their church and participate in various local, as well as foreign, mission projects. He enjoys exercising, playing golf and traveling to new places for recreation.
*Membership for Raymond James Leaders Council is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
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Executive Assistant to Derrick Sands, CFP®
(918) 858-2812 | firstname.lastname@example.org
Cindy Barton began her career in the financial services industry in 2001 after completing her undergraduate degree in Finance at Oklahoma State University. She joined our team in 2013 as the Executive Assistant to Derrick Sands, CFP®.
Some of her daily responsibilities include preparation of reports, relationship management, marketing campaigns, schedule maintenance and coordinating with client services.
Cindy enjoys spending time with her family and friends. She likes reading, fitness activities, sporting events, music and cooking.
Andrew Locke, CPA
(918) 858-2821 | email@example.com
Andrew Locke, CPA, is a Raymond James Financial Advisor at Tulsa Wealth Advisors. He is a graduate of Oral Roberts University with a Bachelor’s degree in Accounting. He has over ten years of accounting and finance experience. Andrew seeks to provide financial and investment services on a personal and business level that exceed expectations.
Andrew and his wife, LeighAnne, live in Bixby with their daughter. They are members of Grace Church in Broken Arrow and enjoy family, friends, sports and cooking.